topic Re: Template Email as Workflow Trigger in Sales Email

Template Email as Workflow Trigger

CFitzgerald — Mon, 23 May 2022 21:59:29 GMT

I can't seem to create a Workflow trigger based on a sales rep manually sending out using a designated email template. (see attached draft)

I've found ways to pull reports that pull this trigger list, but can't seem to create this in a workflow or customer list because it pulls as "At least one associated Activity has" which isn't activity-specific enough.

Please help!

Re: Template Email as Workflow Trigger

karstenkoehler — Tue, 24 May 2022 04:40:46 GMT

Hi @CFitzgerald,

When you switch this on, only enrolling contacts who meet the criteria from that point on, that shouldn't be an issue. Ignoring existing contacts, the workflow would trigger the moment it detects an email. This wuld be after an email send from that template. From a first glance that should be activity-specific enough? (Unless there's an additional requirement?)

This becomes only an issue if you want contacts who only received this email. Or whose first or last email this was, for example.

If re-enrollment is a concern (activity properties don't allow for re-enrollment), you would have to switch to a list as an enrollment trigger. Lists can be used for re-enrollment. Your list criteria would look like your workflow enrollment triggers, only that you're additionally limiting the activity date to be within, say, the last 24 hours. This means that contacts will leave the list automatically and re-enter when they're eligible due to a new send.

Hope this helps!

Re: Template Email as Workflow Trigger

bmsfox — Wed, 14 Dec 2022 17:47:12 GMT

What is the purpose of including Activity Date and Activity type as criteria?

Re: Template Email as Workflow Trigger

vsimmons-sf — Thu, 03 Oct 2024 17:11:22 GMT

Hi, I am looking to build this exact workflow but can't figure out how to find email subject. What kind of workflow should I build? Is this contact or deal based?